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Santander

Global retail and commercial banking group

Investment Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSão José dos Campos, Sao Jose dos Campos - State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Completed or in-progress higher education.
  • Knowledge of Microsoft Office.
  • CEA certification; candidates holding only CPA-20 are welcome but must obtain CEA certification.
  • Previous experience in the financial market.

Responsibilities

  • Recommend investment solutions through advisory services according to each client's investor profile.
  • Ensure the quality and satisfaction of customer service on investment matters.
  • Prospect for new assets and retain investments in the existing portfolio through consultative solutions and sales tailored to each client's investor profile.
  • Diversify investment products in clients' portfolios to meet their needs.
  • Prospect for new investor clients and refer them to open accounts through a branch or digital channels.
  • Meet clients in person at Santander branches or other locations chosen by the advisor at least three to four periods per week, and/or attend events; either may require travel.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

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